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INTEGRITY WEALTH ADVISORS, LLC
CRD 281708 · SEC 801-113205
196 S. FIR ST., SUITE 140, VENTURA, CA, 93001, United States
Phone
805-339-0760
Fax
805-339-0793
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$285.5M
Discretionary AUM
$285.5M
Team
10 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 641 | $43.7M |
| High net worth individuals | 177 | $212.8M |
| Banking/thrift institutions | 1 | $1.8M |
| Pension/profit sharing plans | 5 | $21.1M |
| Charitable organizations | 5 | $4.3M |
| Corporations/business entities | 3 | $1.8M |
States served
AZ, CA, CO, ID, NV, NY, NC, OR, SC, TN, UT, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD